Quarterly Reviews: I'll not only review your books but also help you understand what those numbers mean for your business.
Monthly Support: Got questions? I'm here to provide answers and peace of mind.
Training Session: I'll empower you with the tools and knowledge you need, including a DIY Bookkeeping Checklist.
QBO Setup: I'll set up QuickBooks Online file for you, simplifying the onboarding process.
2
Done For You Bookkeeping
What You Get:
Hands-Free Monthly Bookkeeping: Imagine a life where your time is your own, where you can focus on scaling your business and deepening client relationships.
Tax-Ready Books and Reports: Say goodbye to tax season stress and hello to peace of mind.
Decision-Ready Reports: Make confident, informed decisions that drive your business forward.
Secure Client Portal: All financial data and communication will be held within and secure client portal, accessible whenever you need it.
Strategy Sessions: Let's align your financial goals with your business vision in our monthly or quarterly strategy sessions.
3
Catchup / Cleanup Service
What You Get:
Bookkeeping Diagnostic: I'll do a multi-hour in depth review of your accounting records. This will come with a report detailing every finding and bringing up any potential issues.
Yearly Catchup: I'll get your books current and tax ready. (Includes Diagnostic Review)
QuickBooks Cleanup: Untangle any accounting messes and iron out your records. (Includes Diagnostic Review)
Confidence Boost: Feel confident about the business and where you stand knowing there is a game plan in place.
Secure Client Portal: All financial data and communication will be held within and secure client portal, accessible whenever you need it.
Why it works
My services work because it takes a holistic approach to your business. Since I specialize in small business accounting, I know the ins and outs of what is needed to have a sound accounting system.
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